CDW reports Q4 EPS $2.48, consensus $2.32

Reports Q4 revenue $5.186B, consensus $4.96B.”The team delivered a solid finish to a challenging year, demonstrating our clear commitment to our customers during this period of uneven market conditions,” said Christine A. Leahy, chair and chief executive officer, CDW (CDW). “Our consultative solutions strategy and customer centric approach to everything we do is more vital than ever.” “While customers remained cautious, several end-markets displayed signs of stability in the quarter and we delivered strong gross margin and excellent cash flow,” said Albert J. Miralles, chief financial officer, CDW. “Our ability to optimize cash flow generation through effective management of our working capital enabled flexibility across our capital priorities – as seen by our M&A activity, share repurchases, and dividend increase.” “In this dynamic environment, our value proposition is stronger than ever as customers turn to CDW to help them address mission-critical IT and operational needs across the full IT solutions stack and lifecycle and guide them through their AI journey. For 2025, we continue to target exceeding US IT market growth by 200 to 300 basis points. To achieve this, we will maintain our laser focus on meeting the evolving needs of our more than 250,000 customers around the globe and remaining the partner of choice for more than 1,000 leading and emerging technology brands,” concluded Leahy.